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The firm is a Mayfair based specialist in creating and managing venture capital and private equity funds for individuals. It offers individual investors the opportunity to invest in small, established UK companies via the tax efficient Enterprise Investment Scheme and Venture Capital Trust scheme. A pioneer in its field, the firm has an excellent reputation and strong investor following.
They are looking for a team player with excellent communication skills and attention to detail at all times. The successful candidate will have experience presenting to and managing relationships with high net worth clients, wealth management firms and financial advisers.
They will be responsible for planning and execution of all aspects of the sales, activities of to its current and potential investor base.
This person will lead fundraising efforts to ensure capital is raised over the year from a diverse set of clients. The candidate will need previous sales/ marketing/ investor relations experience within a financial services firm.
- Lead fundraising for the firm with HNWs and Intermediaries to drive sales
- Work together with senior management, sales and marketing team for each of the VCTs and EISs structures.
- Manage existing client base to ensure client service levels are high.
Key Skills - Proven relationships with IFAs, Wealth Managers and HNW investors. - Proven experience hitting sales targets - Financial Services knowledge - Experience of lead generation techniques and a strong customer focus. - Excellent communication and presentation skills and strong written skills. - Ability to engage with senior executives, internally and externally.
Internal Number: 6708128
eFinancialCareers is a career site specializing in financial services.